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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,793 | $138,076-82.0% | $123,553-79.9% | $135,380-81.7% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -6.75% | 153.70%-160.4pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,754 | $5,152-27.1% | $4,628-18.9% | $4,779-21.4% |
| Participant deferral / active EE | $3,614 | $6,800-46.9% | $6,426-43.8% | $5,609-35.6% |
| Admin fee / account holder | $1,104 | $10,917-89.9% | $9,284-88.1% | $10,828-89.8% |